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Avior Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Avior Wealth Management’s Portfolio NTLA Stock Details NTLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17
Closed -$467 – 3209
2024
Q1 		$467 Buy
+17
New +$472 ﹤0.01% 2587

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State Street
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NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's NTLA Position: Q2 2024 in Review

Avior Wealth Management sold out of Intellia Therapeutics (NTLA) in Q2 2024, closing a stake of 17 shares — an estimated $467 sold.

Avior Wealth Management first reported a position in NTLA in Q1 2024 and held it in 1 quarter. The position peaked at $467 in Q1 2024. 290 funds tracked by Wall St. Rank hold NTLA as of Q2 2024.

  • Avior Wealth Management reported no remaining Intellia Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 17 Intellia Therapeutics shares in Q2 2024, an estimated $467.
  • Avior Wealth Management first reported a position in Intellia Therapeutics in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Intellia Therapeutics position peaked at $467 in Q1 2024.
  • 290 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.